DHK Financial Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

DHK Financial Advisors’s Portfolio SRVR Stock Details SRVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-43,768	Closed	-$1.2M	–	93
2024 Q2	$1.2M	Hold	43,768	–	–	0.84%	25
2024 Q1	$1.25M	Hold	43,768	–	–	0.89%	35
2023 Q4	$1.3M	Hold	43,768	–	–	0.98%	28
2023 Q3	$1.13M	Hold	43,768	–	–	1.01%	27
2023 Q2	$1.28M	Buy	+43,768	New	+$1.27M	1.09%	25

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DHK Financial Advisors's SRVR Position: Q3 2024 in Review

DHK Financial Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2024, closing a stake of 43,768 shares — an estimated $1.2M sold.

DHK Financial Advisors first reported a position in SRVR in Q2 2023 and held it in 5 quarters. The position peaked at $1.3M in Q4 2023. 108 funds tracked by Wall St. Rank hold SRVR as of Q3 2024.

DHK Financial Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2024 after selling out during the quarter.
DHK Financial Advisors sold 43,768 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2024, an estimated $1.2M.
DHK Financial Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2023 and held it in 5 quarters.
DHK Financial Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.3M in Q4 2023.
108 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2024.

Based on DHK Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.